Nvidia: Too Many Red Flags – Ratings Downgrade
9 days ago
- #AI
- #Nvidia
- #Investment
- Nvidia may be nearing the peak of the AI cycle, with recent deals raising bubble concerns.
- NVDA's transactions and strategic investments could be masking slowing demand.
- Competition is intensifying as AMD, Alphabet, and Broadcom make major AI chip moves.
- NVDA's valuation remains historically high amid a long-term growth slowdown.
- Significant downside potential for NVDA shares due to bubble risks, valuation concerns, and increased competition.